Sivia Capital Partners’s Novartis NVS Stock Holding History

Sivia Capital Partners’s Portfolio NVS Stock Details NVS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$964K	Sell	6,151 -2,575	-30%	-$386K	0.12%	206
2026 Q1	$1.33M	Sell	8,726 -4,869	-36%	-$746K	0.26%	98
2025 Q4	$1.87M	Buy	13,595 +6,175	+83%	+$809K	0.38%	38
2025 Q3	$952K	Sell	7,420 -539	-7%	-$65.8K	0.27%	61
2025 Q2	$963K	Buy	7,959 +2,581	+48%	+$291K	0.33%	37
2025 Q1	$600K	Buy	5,378 +75	+1%	+$7.98K	0.28%	53
2024 Q4	$516K	Sell	5,303 -601	-10%	-$64.1K	0.26%	51
2024 Q3	$679K	Buy	5,904 +332	+6%	+$37.7K	0.4%	40
2024 Q2	$593K	Buy	5,572 +227	+4%	+$22.8K	0.4%	39
2024 Q1	$517K	Buy	5,345 +56	+1%	+$5.74K	0.35%	48
2023 Q4	$534K	Buy	+5,289	New	+$511K	0.41%	41

Other funds holding NVS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sivia Capital Partners's NVS Position: Q2 2026 in Review

Sivia Capital Partners reduced its Novartis (NVS) stake by 30% in Q2 2026, selling an estimated $386K and leaving 6,151 shares worth $964K. The position accounts for 0.12% of the portfolio, ranked #206.

Sivia Capital Partners first reported a position in NVS in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.87M in Q4 2025. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Sivia Capital Partners held 6,151 shares of Novartis worth $964K as of Q2 2026.
Sivia Capital Partners sold 2,575 Novartis shares in Q2 2026, an estimated $386K.
Novartis made up 0.12% of Sivia Capital Partners's portfolio in Q2 2026, its #206 holding.
Sivia Capital Partners first reported a position in Novartis in Q4 2023 and has held it in 11 quarters since.
Sivia Capital Partners's Novartis position peaked at $1.87M in Q4 2025.
1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Sivia Capital Partners's 13F filing for Q2 2026, filed 23 Jul 2026.